P2 Capital Partners, LLC Portfolio Holdings by Sector
P2 Capital Partners, LLC
- $514 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Specialty Industrial Machinery | Industrials
JBT TNC ENOV 3 stocks |
$113,961
22.18% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
BLKB ZETA ZETA 3 stocks |
$108,092
21.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CBZ 1 stocks |
$90,896
17.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
ACHC 1 stocks |
$57,868
11.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IAS 1 stocks |
$49,129
9.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
LIVN 1 stocks |
$25,870
5.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
HSIC 1 stocks |
$24,011
4.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
MSA 1 stocks |
$23,460
4.57% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
AVNT 1 stocks |
$20,591
4.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|